Schaeffer Financial LLC Vanguard Dividend Appreciation Transaction History

Schaeffer Financial LLC

  • $110 Million
  • Q3 2025

A detailed history of Schaeffer Financial LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Schaeffer Financial LLC holds 3,477 shares of VIG stock, worth $633,335. This represents 0.57% of its overall portfolio holdings.

Number of Shares
3,477
Previous 3,422 1.61%
Holding current value
$633,335
Previous $623,000 1.61%
% of portfolio
0.57%
Previous 0.61%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
N/A
55 Added 1.61%
3,477 $633,000
Q2 2025

Jul 18, 2025
BUY
N/A
10 Added 0.29%
3,422 $623,000
Q1 2025

May 07, 2025
BUY
N/A
2 Added 0.06%
3,412 $621,000
Q4 2024

Feb 03, 2025
SELL
N/A
-129 Reduced 3.65%
3,410 $621,000
Q3 2024

Oct 30, 2024
BUY
$182.15 - $182.15 $3,278 - $3,278
18 Added 0.51%
3,539 $644,000
Q2 2024

Jul 26, 2024
SELL
$173.33 - $185.29 $10,053 - $10,746
-58 Reduced 1.62%
3,521 $642,000
Q1 2024

May 01, 2024
SELL
$168.47 - $182.98 $2,527 - $2,744
-15 Reduced 0.42%
3,579 $653,000
Q4 2023

Feb 09, 2024
SELL
$150.16 - $171.16 $4.27 Million - $4.86 Million
-28,409 Reduced 88.77%
3,594 $612,000
Q3 2022

Nov 03, 2022
SELL
N/A
-721 Reduced 2.2%
32,003 $4.33 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-1,049 Reduced 3.11%
32,724 $4.7 Million
Q1 2022

May 12, 2022
SELL
N/A
-1,530 Reduced 4.33%
33,773 $5.48 Million
Q4 2021

Feb 07, 2022
BUY
N/A
35,303 New
35,303 $6.06 Million

Others Institutions Holding VIG

# of Institutions
2,654
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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